Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Bell Investment Advisors, Inc Stock Portfolio

Bell Investment Advisors, Inc Performance:
2025 Q4: 1.15%YTD: 11.01%2024: -14.96%
Performance for 2025 Q4 is 1.15%, and YTD is 11.01%, and 2024 is -14.96%.

About Bell Investment Advisors, Inc and 13F Hedge Fund Stock Holdings

On 2026-02-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bell Investment Advisors, Inc reported an equity portfolio of $632.3 Millions as of 31 Dec, 2025.

The top stock holdings of Bell Investment Advisors, Inc are GBIL, FNDA, BNDW. The fund has invested 10% of it's portfolio in GOLDMAN SACHS ETF TR and 8.7% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ISHARES TR (AAXJ), VANGUARD WORLD FD (EDV) and ISHARES TR (IBCE) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), POOL CORP (POOL) and DOLBY LABORATORIES INC (DLB). Bell Investment Advisors, Inc opened new stock positions in ISHARES TR, UNILEVER PLC (UL) and FLOWSERVE CORP (FLS). The fund showed a lot of confidence in some stocks as they added substantially to NIO INC (NIO), F&G ANNUITIES & LIFE INC (FG) and AUTOHOME INC (ATHM).

Bell Investment Advisors, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Bell Investment Advisors, Inc made a return of 1.15% in the last quarter. In trailing 12 months, it's portfolio return was 11.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr2,672,630
cushman and wakefield ltd32,980
magnum ice cream co nv25,757
unilever plc19,490
totalenergies se18,711
New stocks bought by Bell Investment Advisors, Inc

Additions

Ticker% Inc.
ishares tr523
ke hldgs inc363
sk telecom co ltd264
disney walt co246
wipro ltd246
sap se222
m & t bk corp200
mitsubishi ufj finl group in195
Additions to existing portfolio by Bell Investment Advisors, Inc

Reductions

Ticker% Reduced
golar lng ltd-64.89
us bancorp del-56.03
select sector spdr tr-50.00
vanguard world fd-39.8
unitedhealth group inc-38.22
best buy inc-36.64
colgate palmolive co-34.66
lockheed martin corp-29.71
Bell Investment Advisors, Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Bell Investment Advisors, Inc

Sector Distribution

Bell Investment Advisors, Inc has about 89.8% of it's holdings in Others sector.

Sector%
Others89.8
Technology2.9
Utilities1.5
Communication Services1.5

Market Cap. Distribution

Bell Investment Advisors, Inc has about 8.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED89.8
MEGA-CAP5.3
LARGE-CAP3
MID-CAP1.7

Stocks belong to which Index?

About 9.6% of the stocks held by Bell Investment Advisors, Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others90.5
S&P 5007.9
RUSSELL 20001.7
Top 5 Winners (%)%
sandisk corp
98.4 %
EXAS
exact sciences corp
81.0 %
FOLD
amicus therapeutics inc
80.7 %
XLB
select sector spdr tr
75.9 %
RVMD
revolution medicines inc
67.2 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
1.9 M
FNDA
schwab strategic tr
1.5 M
GOOG
alphabet inc
1.0 M
GOOG
alphabet inc
0.7 M
FNDA
schwab strategic tr
0.5 M
Top 5 Losers (%)%
basel med group ltd
-73.0 %
diginex ltd
-71.0 %
jin med intl ltd.
-60.5 %
TPL
texas pacific land corporati
-60.0 %
CORT
corcept therapeutics inc
-57.3 %
Top 5 Losers ($)$
IJR
ishares tr
-0.9 M
IBCE
ishares tr
-0.6 M
ASET
flexshares tr
-0.5 M
CGW
invesco exch traded fd tr ii
-0.3 M
GBIL
goldman sachs etf tr
-0.2 M

Bell Investment Advisors, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bell Investment Advisors, Inc

Bell Investment Advisors, Inc has 1799 stocks in it's portfolio. About 58.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Bell Investment Advisors, Inc last quarter.

Last Reported on: 24 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions